Season Desk

For CPA firms · runs in your browser

Season work for your whole client list. One email, drafted from the law, ready to send to everyone it fits.

Pick the job. VALID drafts the client email from reviewed IRS rules, lists what your staff check before it goes out, and keeps a work record and a time entry. Send it from your own email with the clients it fits in BCC. Nothing you enter leaves this page.

The job

Which season email?

No client names, Social Security numbers, amounts or documents. The draft keeps [brackets] for you to fill in your own system.

What Season Desk will not do

  • It will not send anything. You send from your own email, to the clients you choose.
  • It will not decide which clients a rule fits, or compute what anyone owes. Your licensed staff decide and sign.
  • It only quotes rules that a person reviewed. When VALID has no reviewed rule for a job, it does not draft that part.
  • It will not store what you type. Your firm name and signature are kept on this device only if you ask, and Forget removes them.